Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.46%
3 year
18.40%
5 year
6.44%
10 year
12.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
17.86%
Sharpe
0.70
Sortino
1.32
Max drawdown
-34.22%
Best month
15.65%
Worst month
-14.93%
Beta vs VTSAX
1.28
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.